wizefactor chat

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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Imagine transforming your practice from a time-consuming juggernaut into a flourishing enterprise that scales new heights while granting you the freedom to pursue your passions.

In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional.

Shayan shares the astonishing evolution of their business through mindset shifts and culture that enabled him to not only welcome over a million in new work but also embrace the art of saying 'no' to potential clients who weren't the right fit. It's a narrative that celebrates the small, yet significant strategies that collectively catalyzed her practice's success, and it's brimming with insights that every practice owner can apply to catalyze their growth.

In parallel, he lifts the veil on his own experience of stepping back from the nitty-gritty of everyday operations to focus on strategic growth and partnerships. By assembling a stellar team and crafting effective systems, I've liberated myself to engage more deeply in basketball, coaching, and travel, all while mentoring the next wave of entrepreneurial talent. Our conversation is not just a reflection on our personal journeys; it's a blueprint for aggressive business expansion and a testimonial to the liberating power of a well-structured business. For those hungry to reshape their business and life, our episode provides the motivation and the methodologies to make it happen!

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PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

We are currently looking for 2 practice owners with $300k-$3M revenue who would like hands-on help to scale their firm in the next 12 months. Must be coach-able and ready to implement.

Apply here: https://wizementoring.mykajabi.com/assessments/16155
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To kick off 2024, we invited our very own Mentor and WizeTribe member, Tim Causbrook of Causbrook and Associates to share his journey pre-Wize and how his firm evolved through the help of Ed Chan.

Step into the shoes of Tim, whose voyage through the intricate dance of mentoring and leadership has forever changed the trajectory of Causebrook and Associates. 

Tim's narrative isn't just about profit margins and spreadsheets; it's a heartfelt chronicle about embracing change, the dynamism of self-leadership, and the profound influence that a mentor can have on both a personal and professional level. Discover the inner workings of transitioning a family-run practice into a thriving enterprise, and how operational management can become a passion that drives success, even for those with roots planted far from the world of accounting.

As we traverse the mentoring landscape with Tim, we touch upon the serendipity and rewards that unfold when one takes on the roles of both student and teacher. His dual journey reveals the delicate art of balancing the scales between nurturing a flourishing business and cherishing personal time. From the cultivation of an autonomous firm to the personal pursuits that color our lives—running, reading, and the eclectic allure of vintage synthesizers—this episode offers a tapestry of insights for anyone navigating the complex pathways of business leadership. 

Tune in for a revealing look at how a mentor can ignite a transformative spark, guiding us to achieve work-life harmony while fulfilling our most ambitious business dreams! 

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

What if you could transform your small practice into a successful, autonomous business with a dedicated team? 

In this episode of The WizeFactor Chat of The Wize Guys Podcast,  we had a conversation with Anthony, a thriving owner of an accounting and bookkeeping practice, iCompass Professional Advisors in Australia.

Anthony's journey began in 2005 and, like many entrepreneurs, he started by taking on any client to generate income. His turning point came when he shifted focus to cater exclusively to businesses. Reflecting upon his evolution, Anthony credits his substantial growth to joining the Wize Mentoring Group, which provided him with accountability and a structure that has led his firm to become a well-oiled machine operating without his constant involvement.

The idea of letting go can be daunting, but as Anthony explains, it's an integral part of growth. He opens up about his personal journey through the art of delegation, a skill that has been pivotal to his firm's success. He admits it wasn't easy giving up tasks he'd traditionally handled himself, but the rewards were worth the leap of faith. Hear Anthony's insights on how finding the right person for each job and outsourcing tasks to his team has freed up his time. This allowed him to see the bigger picture, focus on what truly matters, and drive his business forward. Anthony's story reminds us that progress is a continuous journey - one where postponing is not an option. 

So, if you're looking to transition from a time-pull practice to a business that can run without you, then this enlightening conversation with Anthony is a must-listen!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have Lacey Harnar of Pathway CPA Group, LLC as we chat with her about her Wize journey and experience.

Lacey, founder of her own accounting firm, shares her compelling journey with us. She paints a vivid picture of the challenges she encountered, the transformation she underwent through Wise Mentoring, and how she successfully built a team that fueled her dream. Lacey’s tale of overcoming struggles and her newfound appreciation for the extraordinary system that supports ordinary people will surely spark some business ideas in you.

The conversation takes a delightful turn as Lacey opens up about the significant changes in her personal life after implementing Wize's strategies. She talks about her newfound freedom, the joy of ample free time, and the luxury of traveling with her family, goals she once considered far-fetched. Not stopping there, Lacey opens up about the future of her business, her vision, and how her experiences at Wize lays the foundation for the company she always aspired to have. So buckle up, as Lacey’s story of transformation, liberation, and growth promises to ignite the entrepreneur in you!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have Stephanie Anderson of Tax Prose Inc. as we chat with her about her Wize journey and experience.

Discover her path to making your business run on autopilot. So if you've ever dreamed of stepping back while your business continues to thrive, you're not alone. Stephanie was once in your shoes, and she's here to share her inspiring journey and the challenges she overcame along the way.

We begin with the early years, when Stephanie, like many of us, was tethered to her computer, struggling to find competent tax professionals. Then came the breakthrough with Wize that revolutionized her firm's management. Stephanie will reveal how she overcame the daunting task of implementing new habits and how the concept of having an absentee-run business both excited and terrified her. Stephanie will also shed light on her struggle to achieve work-life balance while building a team that mastered the nuances of the US tax code. She'll share her experience of managing an offshore team, her secret to making them feel connected, and the life lessons she's garnered from the entire process. 

Tune in to find out more of her story!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this week's episode of The Wize Guys Podcast, we have the privilege of sitting down with business owner, Luke Gheen of Gheen & Co. who has been on a remarkable journey since 2010. Get ready to hear about the ups and downs, the challenges, and the triumphs as he shares his rollercoaster ride to success.

Join us as we explore the struggles he faced with high staff turnover and a lack of structure, leading to countless sleepless nights and endless work hours. But fear not! This story takes a turn when he discovered the transformative power of the Wize Mentoring program. Learn how this program shifted his mindset and provided effective solutions to these once seemingly insurmountable woes.

Tune in now to gain valuable insights from a seasoned entrepreneur who has walked the path of challenges and emerged stronger, wiser, and more successful than ever.  Let's dive in!

________________
PS: Whenever you’re ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice:

1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here

2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here

3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here